Fidelity Investments
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Fidelity Investments’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Fidelity Investments’s Portfolio DEMZ Stock Details DEMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.3K Buy
1,401
+75
+6% +$3.18K ﹤0.01% 4074
2025
Q4 		$56.6K Buy
+1,326
New +$56.5K ﹤0.01% 4042

Other funds holding DEMZ

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Fidelity Investments's DEMZ Position: Q1 2026 in Review

Fidelity Investments increased its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) stake by 5.7% in Q1 2026, buying an estimated $3.18K and bringing the position to 1,401 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4074.

Fidelity Investments first reported a position in DEMZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $56.6K in Q4 2025. 22 funds tracked by Wall St. Rank hold DEMZ as of Q1 2026.

  • Fidelity Investments held 1,401 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $56.3K as of Q1 2026.
  • Fidelity Investments bought 75 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q1 2026, an estimated $3.18K.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4074 holding.
  • Fidelity Investments first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • Fidelity Investments's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $56.6K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.